About Us

Established in 2012, the team at Estate Financial Planning has many years’ experience providing practical financial planning advice to people, families and businesses in Surrey and the surrounding area.

We provide advice across a wide range of services including investments, savings, mortgages and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs.

At Estate Financial Planning, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community.

 

 

Clive 

About Clive

At Estate Financial Planning…I am the owner and Financial Planner

I have been helping people with Financial planning for over 30 years. I enjoy working at Estate Financial Planning because…

I love seeing peoples financial future come to life as a result of the work that we have done together. Before founding Estate Financial Planning…I worked for a couple of Insurance Companies and a National Advice firm.

Fun fact…As well as leading the team, I also teach Karate

Alex 

About Alex

At Estate Financial Planning… I am the mortgage adviser and trainee financial adviser and I am currently undergoing exams  to become a qualified Financial Adviser.
I enjoy working at Estate Financial Planning because…
I help our clients make life-changing decisions and I get to be part of their successes.
Before joining Estate Financial Planning… I was Retail Manager  for a large contemporary music shop.

Fun fact…I have toured internationally as a drummer in a rock band.

Abe 

About Abe

At Estate Financial Planning . . . I am a trainee paraplanner supporting Alex and Clive by liaising with product providers and our clients to ensure we hold up to date, accurate data.

I enjoy working at Estate Financial Planning because . . . I feel like I’ve inherited a passion for understanding how to help people achieve their financial goals. EFP is giving me the opportunity to train in the finance industry.

Before joining Estate Financial Planning . . . I struggled to find the relevance of academic study, preferring to quiz Dad about global financial issues.

Fun fact . . . Alex taught me to play drums.

Emma 

About Emma

At Estate Financial Planning . . .
I am the Office Manager at Estate Financial Planning managing and overseeing the team, office operations, and business finances daily.
I enjoy working at Estate Financial Planning because  I get to help shape clients futures  through the work we do.
Before joining Estate Financial Planning… I worked in hospitality as a hotel manager.

Fun fact…I’ve lived and taught English at a school in Thailand.

Samantha 

About Samantha

At Estate Financial Planning . . . I am the Training and Compliance Officer responsible for ensuring we’re up to date with industry specific guidelines and regulations as well as providing mentoring support to our team members.

I enjoy working at Estate Financial Planning because . . . our individual strengths work well together to form a formidable team that our clients trust with their financial future.

Before joining Estate Financial Planning . . . I have worked in offices in various industries since the ‘80s and I was a Primary School Teacher for about 10 years.

Fun fact . . . some of my favourite people in the world call me ‘Gran’.

Brenda 

About Brenda

At Estate Financial Planning . . .

I am Clive’s Executive Assistant and I also provide a range of administrative and support services for the rest of the team. The diary is my priority, so I spend a lot of time liaising with our clients.

I enjoy working at Estate Financial Planning because… There is a collaborative and supportive environment  at EPF and I am learning all the time.

Before joining Estate Financial Planning… I worked in television,  subtitling and translation for 10 years.

Fun fact… I was born in Hong Kong and I grew up in Scotland.

Want to know more?

Call us for a friendly chat on 01306 886 278 or email: officemanager@efp.london